Komori
Mitsuboshi Belting (5192) · RiskRestatedLatest Revision to earnings forecast (2026-08-07): "Materialised"

Disaster risks affecting production sites, customers and the supply chain

First written in FY2016. 4 of 9 entries say "Materialised", first in FY2017-Q1. Latest entry: 2026-08-07.

9entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018MaterialisedFY2021-Q1 – FY2023-Q1RestatedFY20232016: 220162017: 120172018: 120182019: 020192020: 120202021: 020212022: 120222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies
Risk of supply disruptions caused by natural disasters and supply chain disruptionsA theme 95 companies write about · 93 as a headwind · 2 as a tailwind

Mitsuboshi Belting moved to the "Worse" side of this theme in 2020, 1 year after the typical company in this theme (2019).

The whole theme swung hardest in 2026: 16 of 41 companies on the "Worse" side.

11 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 95 companies compared. The sentences above are computed from all 95.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「To prepare for such disasters, we are developing domestic and overseas production systems, including backup arrangements for overseas production facilities. Through the activities of the Risk Management Committee, we are also examining ways to mitigate risks relating to product deliveries and other matters, and are working to strengthen and enhance our systems so that we can resume supplying products to customers promptly after a major accident or disaster.」

    The company continues to maintain backup arrangements for overseas production sites, review its global production system and strengthen its early supply capabilities.
  2. FY2023-Q1MaterialisedAnnual report

    「In addition, Russia’s invasion of Ukraine, surging raw material prices and continued supply chain disruptions」

    The continued disruption of the supply chain is explicitly identified as part of the business environment in the current quarter.
  3. FY2021-Q1MaterialisedAnnual report

    「General industrial belts were affected by a significant decline in domestic companies' production activity due to supply-chain disruptions.」

    Disruptions in the supply chain and a downturn in domestic companies' production activity have actually occurred as a decline in sales of belts for general industrial applications.
  4. FY2018RestatedAnnual report

    「To prepare for such disasters, we have worked to establish domestic and overseas production systems, including backup arrangements for overseas production sites, and to strengthen our product delivery capabilities. However, despite these initiatives, temporary operating interruptions, delivery delays and substantial restoration costs may adversely affect results.」

    While continuing to establish domestic and overseas production and delivery systems as countermeasures, the company also explicitly states that disaster risks remain.
  5. FY2017MitigatedAnnual report

    「To prepare for such disasters, we have worked to establish domestic and overseas production systems, including backup arrangements for overseas production sites, and to strengthen our product delivery capabilities.」

    The company describes the establishment of production and delivery systems, including backup arrangements for overseas production sites, as countermeasures. It does not state that the risk has been eliminated.
  6. FY2017-Q1MaterialisedAnnual report

    「Sales of belts for installation lines declined due to the impact of production adjustments by automakers following the earthquake in the Kyushu region and the impact of vehicle models not equipped with belts.」

    Production adjustments by customer automakers following the earthquake in the Kyushu region have materialized as a decline in sales of belts for embedded systems.
  7. FY2016First statedAnnual report

    「If the Group's production sites suffer catastrophic damage from a natural disaster such as an earthquake or flood, it may become difficult to supply products to customers, potentially resulting in lower sales and substantial temporary costs associated with restoration.」

    The company identifies supply disruptions and production cuts caused by disasters affecting domestic and overseas production sites, major customers and the supply chain as risks.
Moved together

"Changes in domestic and overseas economic conditions and industry demand" moved the same way as this thread, in the same document, in 3 of its 9 moves.

332222★123456
  1. ★This thread
  2. 1Changes in domestic and overseas economic conditions and industry demand3×
  3. 2Sales dependence on the automotive industry3×
  4. 3A globally competitive financial position and improved asset efficiency2×
  5. 4Strengthening the R&D structure and technological capabilities2×
  6. 5Maintaining long-term, stable dividends2×
  7. 6Strengthening subsidiary reporting, audits, and internal controls over financial reporting2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Mitsuboshi Belting yet. It last moved in the Revision to earnings forecast of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.